|
26
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.3M
|
-$896K
|
-31,192
|
-6%
|
|
|
27
|
Gratus Capital
Atlanta,
Georgia
|
$13.2M
|
+$13.8M
|
+480,347
|
New
|
|
|
28
|
D.J. St. Germain
Springfield,
Massachusetts
|
$13M
|
-$1.16M
|
-40,492
|
-8%
|
|
|
29
|
Bridge Advisory
Pasadena,
California
|
$12.3M
|
+$4.16M
|
+144,681
|
+48%
|
|
|
30
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.9M
|
-$46.9K
|
-1,633
|
-0.4%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.9M
|
+$162K
|
+5,649
|
+1%
|
|
|
32
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$11.9M
|
-$14.7M
|
-511,112
|
-54%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
-$4.81M
|
-167,490
|
-30%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$9.72M
|
+$3.03M
|
+105,486
|
+43%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$9.65M
|
+$1.24M
|
+43,263
|
+14%
|
|
|
36
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$9.31M
|
+$209K
|
+7,280
|
+2%
|
|
|
37
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.09M
|
-$2.48M
|
-86,198
|
-21%
|
|
|
38
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$8.76M
|
+$110K
|
+3,840
|
+1%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.73M
|
+$373K
|
+13,002
|
+4%
|
|
|
40
|
|
$8.31M
|
+$568K
|
+19,778
|
+7%
|
|
|
41
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8.24M
|
+$35.8K
|
+1,246
|
+0.4%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$7.37M
|
-$1.05M
|
-36,583
|
-12%
|
|
|
43
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.19M
|
+$131K
|
+4,574
|
+2%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.11M
|
-$1.07M
|
-37,354
|
-13%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.02M
|
+$2.55M
|
+88,944
|
+54%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.81M
|
-$5.05M
|
-175,974
|
-42%
|
|
|
47
|
|
$6.74M
|
+$6.37M
|
+221,600
|
+953%
|
|
|
48
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$6.39M
|
-$1.18M
|
-41,240
|
-15%
|
|
|
49
|
Prospera Financial Services
Dallas,
Texas
|
$6.17M
|
-$705K
|
-24,548
|
-10%
|
|
|
50
|
Good Life Advisors
Reading,
Pennsylvania
|
$5.58M
|
+$1.61M
|
+56,182
|
+38%
|
|
